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Jim Riley
Nov 4, 2020 9:23 AM UTC
Question

Hi, I have just connected our bank account to quickbooks, I imported from 1/11/19. I now want to get transactions from 1/4/19 but can't see how to go further back?

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1 reply

GeorgiaC
Nov 4, 2020 10:50 AM UTC

Hi Jim, 

 

Thanks for your post. You can backdate your account as far as you need using the Import Tool (Cogwheel > Import data > Bank data) to upload CSV files of downloaded bank statements. 

 

Once imported, these will appear in the For-Review feed of the live bank account ready to be reviewed. 🙂

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